Independent Financial Advice
Truly independent, we’ll help your financial status with whole of market products and advice.
Sound financial advice made simple.
We listen to your needs and offer clear, no-jargon financial planning advice. We’re authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with your personal and corporate financial planning.
Our Services
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Equity Release
ButtonProper planning can help you save money and reduce liabilities.
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Pensions
ButtonProper planning can help you save money and reduce liabilities.
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Savings & Investments
ButtonSavings, ISAs, Investment portfolios, we listen to your financial goals and create a plan to get you there.
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Mortgages
ButtonWhether you’re buying a home, moving or need to remortgage for renovations, our experience means we'll find the best deal for you.
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At Acumen Associate Financial Services Ltd we are committed to add significant value to businesses with our bespoke corporate financial services proposition. It is this commitment which gives us the foundation for our comprehensive ongoing corporate service and delivering value to our business clients.
Client care is always the catalyst for our tailored financial plans to suit the needs of both our personal and business clients. Working with you in partnership ensures that we have your common business goals at the forefront of our financial strategies.
We deliver value
Choosing the right corporate financial planning partner is one of the most important business relationships you can have. We look forward to working with you in attaining successful financial outcomes for your business and employees.
Experienced financial advisors for professionals.
Medical
Dental
Education
Local Authority
Trust is the foundation of great service
We pride ourselves in giving unbiased honest advice. Whether you are looking for advice in a specific area or a full financial review, we are ideally placed to help you.
We provide bespoke independent financial advice and aspire to assist you to achieve your personal and or corporate financial goals.
| Features | |
|---|---|
| ✓ Trust | ✓ Expertise |
| ✓ Independent | ✓ Award Winning |
What Our Customers Say
"Greg always acts with the utmost integrity and sincerity. We cannot thank him enough for the financial portfolio that he achieved on behalf of our son Matthew, Greg really is one in a million.”
Cheryl & Phillip Prewett
(Trustees)
“Greg and his associates deliver a friendly service backed up by exceptional knowledge and care. Help and support is always at hand from Greg and his knowledgeable associates.”
Linsy Williams
(Retired Vice President of human resources Gyrus Medical)
“In the months leading up to my retirement from my post as Professor of Paediatrics at the University of Wales College of Medicine in Cardiff Greg’s advice on my pension options proved first rate. He has since helped manage our financial portfolio, including investments, with wisdom and a sensitivity that reflects a very thorough understanding of the economic market place.”
Prof David P Davies
(Retired Head of Paediatrics University of Wales College of Medicine Cardiff)
“Greg has supported me through the start-up of my new business. He worked tirelessly to ensure that I was provided with the best possible information to make decisions. He carefully considers each client’s circumstances before offering personalised advice and recommendations. We are pleased to recommend him unreservedly.”
Richard & Amanda King
(Education Consultancy Services)
“I have consulted Greg for investment advice and have been impressed by his diligence and attention to detail.I am pleased to recommend Greg wholeheartedly as an exemplary professional Independent Financial Adviser.”
Chris Lewis
(Retired Senior Civil Servant)
“Greg’s sound advice has always been valuable but his advice re pensions has been particularly welcome in the light of all the changes. Nothing is too much trouble to him and he always goes the extra mile.”
Professor Jonathan Cowpe
(Director Dental Postgraduate Education in Wales) (Honorary Consultant in Oral Surgery)
“My firm regularly recommends clients to Greg Spiller as we have confidence in his ability to assist clients. He is very approachable, and clients are happy with the service that he provides and I trust Greg with my own financial affairs.”
Michael Downey & Aidan Jones
(Partners Glamorgan Law; previously Charles, Crookes & Jones)
“As first-time buyers, Greg was recommended to us by a friend. He has given us complete peace of mind with our mortgage, home insurance and life insurance. We couldn’t have done it without him! We were so impressed, we have already recommended his services to family and friends.”
Joe Wheeler, Agricultural Instructor
(Connie Sansom, Parkland Gardener)
Want to find out more?
Why use an Independent Financial Adviser?
As Financial Advisers, Acumen Associate Financial Services Ltd have access to a wide range of products and services available in the UK – as opposed to Restricted Advisers, who may only advise and offer products from the company they represent. This means that we are able to give you impartial financial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service. Acumen Associate Financial Services Ltd are authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with your personal and corporate financial planning.
Location
Acumen Bungalow,
24 Castan Road,
Pontyclun
CF72 9EH
Trading address:
Acumen House
Ynysddu
Pontyclun
CF72 9UA
Acumen Independent Financial Advisers is registered in England and Wales no. 5009614. Registered office 16 Gold Tops, Newport NP20 4PH.
Authorised and regulated by the Financial Conduct Authority. Acumen Independent Financial Advisers is entered on the Financial Services Register https://register.fca.org.uk/under reference 774649.
If you wish to register a complaint, please write to mail@acumenifa.com or telephone 0800 298 6311. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.